Yep am here, just tiring of all the sooks who want to read fairy dust and dont like their questions answered if it does not agree with their rainbow picture of the world... not KEY related..
Suffice to say that I am happy to keep a lower profile for that reason alone.
Sadly it is not the HC of old... climbs off soap box..
I dont know any of the answers or when they are due sadly... only that they will come.. we are in the right places. right time and have the people to pull it off.
Heck we even have some very good assets now..
One would think Ken would be busy in UK chasing rigs etc and catching up with the Aminex folks.. I personally feel we will get news on Tz relatively shortly (Aminex AGM not far away at all). But it is not a day by day investment for me. I think next 6-12 months will see many multiples from here...
I also like to run numbers on KEY to get an understanding of where I reckon it should be. I review these as time moves on and events happen.
Here is my KEY one
They dont need to be too complex, imho, as there is much we dont know. Tax is dependant on how the business is structured, depreciation, rules of the day (and we know these change) etc..
Certainly it is leveraged to a couple of extra holes...
As long as we can see a value that the market has not recognised we just need to wait till they do see it.. if it is there the market eventually wakes up.
Potentially we picked up a few bucks on the purchase price via currency swings and this could be handy (but not a major one).. UK is really leveraged to production, so lets hope they can get in there and get it moving..
TZ is about 10 hours from UK but it is a long flight home, so dont know if he would take that route, depends what needs to be done. Mauritius is the stop over tho.. ;-)
This article leads me to believe that KN1 may be next news.
I am very curious..
We may see a bit of a bumpy ride for a couple of days due to the US markets and I feel this more than anything else is the reason for lacklustre Friday.
Certainly it is worth a good deal more, imho, than current sp would dictate.
Nothing like fear and greed... for poor investment bed fellows.
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